Schedule

DAY 1
8:30am - 4:30pm

Lesson 1: Getting Started

  • Gaining an overview of the course and the topics to be covered
  • Learning how QuickBooks works and how to get around
  • Learning common business terms used by QuickBooks

Lesson 2: Setting up QuickBooks

  • Discussion of decisions to be made before using QuickBooks
  • Creating a new company file with QuickBooks
  • Customizing QuickBooks with the EasyStep interview

Lesson 3: Working with Lists

  • Working with the chart of accounts
  • Adding customer information in QuickBooks
  • Adding vendor information in QuickBooks
  • Learning about custom fields for customer, vendors, and items
  • Tips for managing lists in QuickBooks

Lesson 4: Working with Bank Accounts

  • Learning how to working with bank account registers
  • Learning features common to all QuickBooks registers
  • Learning about entering transactions directly into registers
  • Learning how to reconcile bank accounts in QuickBooks

Lesson 5: Using Other Accounts in QuickBooks

  • Introducing the other account types in QuickBooks
  • Understand where to utlilize other accounts
  • Discussion of the other types of asset, liability, and equity accounts in QuickBooks

Lesson 6: Entering Sales Information

  • Learning about the different types of sales forms in QuickBooks
  • Learning about purchase orders and printing forms to PDF.
  • Learning how to create invoices in QuickBooks
  • Learn the purpose of and use of the item list
  • Learn how to enter data on a sales form
  • How to memorize invoices
  • How to add new items to the item list
  • How to add price levels on the price level list
  • How to associate price levels to customer records
  • How to create invoice letters and reminder statements

Lesson 7: Receiving and Making Deposits

  • Learning how to record customer payments
  • Learning how to handle customer discounts, partial payments and overpayments
  • How to record deposits in QuickBooks
  • How to record cash back from a deposit
  • Learn how to process credit card transaction in QuickBooks

Lesson 8: Entering and Paying Bills

  • Discuss the different ways to handle bills in QuickBooks
  • Learn how to enter a bill in QuickBooks
  • How to pay bills in QuickBooks
  • Learn how to enter a discount for a bill from a vendor
DAY 2
8:30am - 4:30pm

Lesson 9: Analyzing Financial Data

  • Discussion of the tools for analyzing data in QuickBooks
  • How to create a Quick Report
  • How to add columns and reposition columns on a report
  • Learn about the different preset reports in QuickBooks
  • Practice creating reports and viewing them on screen
  • Customizing report information and look
  • How to create report batches, and How to save reports to PDF
  • How to export report to Excel and how filter reports in Excel
  • Learn about the different report graphs in QuickBooks
  • How to create and customize graphs

Lesson 10: Setting up Inventory

  • Gaining an overview of what inventory will and won't do in QuickBooks
  • Practice filing out purchase orders for inventory items
  • Tracking the receipt of inventory items in QuickBooks
  • Adjusting inventory in QuickBooks

Lesson 11: Credit Cards, Online Banking and Tracking/Paying Sales Taxes

  • Learning how to track credit cards transactions for expenditures
  • How to reconcile a credit card account in QuickBooks
  • Review Online Banking features and where to apply
  • Gaining an overview of sales taxes management in QuickBooks
  • How to properly setup sales taxes in QuickBooks
  • How to apply sales taxes to a sale
  • How to determine sales tax liability and pay sales tax liabilities

Lesson 12: Doing Payroll in QuickBooks

  • Gaining an overview of managing payroll in QuickBooks
  • Learn how to properly setup payroll in QuickBooks
  • How to set up employees for payroll in QuickBooks
  • How to set up payroll schedules
  • How to pay employees and payroll liabilities

Lesson 13: Estimating and Progress Invoicing

  • Learning how to create job estimates
  • Finding estimates in the company file
  • Learning how to copy estimates
  • How to create invoices from estimates
  • How to display reports on projects
  • How to update a job or project status
  • How to make estimate inactive

Lesson 14: Tracking Time

  • Learning how to track time spent on a project
  • Learning how to invoice a customer for time worked on a project
  • How to create report for time tracking and learning about other project reports
  • How to pay nonemployees for time worked​
  • Designing custom invoices
  • Learning how to prepare collection letters
  • Learning how to edit prewritten letters

Lesson 15: Customizing Forms and Writing Letters
What is the cancellation policy?
 We will refund your money if you cancel (in writing) 5 business days before the class. There is a $45 cancellation fee.

Which version of QuickBooks do you teach?
We always teach the current version. Don't worry if you have a different version. The instructor will point out the differences between the current version and your version. Older versions work basically the same way and you'll learn new and improved features!

What if I miss the class because of illness or travel?
 We apply your credit to another class of your choice.
Am I guaranteed a seat in the class when I place my order?
Yes, registration is guaranteed upon receipt of payment.

Do I need to bring anything?
We suggest you dress in layers as the room may be cooler. We will provide a computer terminal with a standard keyboard and mouse. If you have a favorite mouse, please feel free to bring it. 

Do you offer a money-back guarantee?
Yes. If after attending the first half of the first day of the class, you are dissatisfied for any reason, return your materials to your instructor and you will receive a full refund. We don't give refunds if you don't attend. However, we do keep your credit so you can attend another class later.